ANET vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Oracle Corporation · Technology
$175.08
+137.3% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+137.3%).
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
ORCL |
| Current Price |
$172.86 |
$175.08 |
| Fair Value Estimate |
$316.03 |
$415.43 |
| Upside to Fair Value |
+82.8%
|
+137.3%
|
| Market Cap |
$217.7B |
$503.5B |
| Forward P/E |
61.9x
|
30.8x
|
| EV / EBITDA |
54.9x
|
21.4x
|
| Price / Sales |
24.2x
|
7.9x
|
| Price / FCF |
51.2x
|
-20.4x
|
| Revenue Growth YoY |
+28.9%
|
+21.7%
|
| Gross Margin |
64.1%
|
66.4%
|
| Operating Margin |
42.8%
|
30.8%
|
| Return on Equity |
31.0%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.95%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of high-speed data center networking hardware and software, specializing in Ethernet switches and cloud networking solutions. The company benefits from strong revenue growth driven by AI and hyperscale cloud demand, with 28.9% revenue growth and 19.3% earnings growth in the most recent quarter. High margins, including a 64.1% gross margin and 42.8% operating …
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
ANET |
ORCL |
| Zone Low |
$237.02 |
$311.57 |
| Zone High |
$268.63 |
$353.12 |
| In Buy Zone? |
Yes
|
Yes
|